Attach a File to a Transaction

Sometimes it’s nice to have a copy of a bill or receipt. QuickBooks lets you attach files, like PDFs and images, to any transaction.

Attach a File to a Transaction

1. Find and edit the transaction.
   
2. Scroll to the bottom of the screen, if necessary.
3. Click the Attachments box.
   
4. Find and select the file you want to attach.
5. Click Save and close.
   

View an Attached File

1. Find and edit the transaction.
   
2. Click the desired file in the Attachments area.